Mapfre

CONCESSIONS OPPORTUNITY, CONT’D

09/01/20 -"About a month ago, we were surprised by the underperformance of concession-type businesses, even after allowing for the fact that markets have been in a risk-taking mood, i.e. mechanically had less ..."

PDF page sample
Pages
50
Language
English
Published on
09/01/20
Download
You may also be interested by these reports :
12/03/26
Swiss Life reported its FY25 results broadly in line, although the fee result came in slightly below our expectations, mainly due to the asset ...
11/03/26
FY25 results came in slightly below expectations at the operating profit level. However, the key disappointment, in our view, related to the group’s ...
05/03/26
In FY25, Ageas’s underlying operating results were broadly in line with expectations. The group’s net operating result came in at €1.65bn (+33% y/y). ...
05/03/26
We have incorporated Scor’s FY25 results and revised our assumptions upward for 2026 and the subsequent years. Scor’s Q4 results were ahead of ...

EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

CONFLICTS OF INTEREST

AlphaValue does not have nor seek any business with companies covered in AlphaValue Research paid by subscription. As a result, investors can be confident that there is no conflict of interest that could affect the objectivity of AlphaValue Research.

Corporate broking NO
Trading in corporate shares NO
Analyst ownership NO
Advising of corporate (strategy, marketing, debt, etc) NO
Research paid for by corporate NO
Provision of corporate access paid for by corporate NO
Link between and a banking entity NO
Brokerage activity at AlphaValue NO